An experienced client relationship specialist with over twenty years in the financial services industry who prides himself in providing a high level of service excellence in a proactive manner, In the last fifteen years, my main focus has been in the administration of executive benefit plans. As a self-starter that has the ability to quickly build rapport with coworkers and clients, I have been recognized for my time management skills and comfort working on multiple projects simultaneously. Talented communicator and collaborator, driven by a desire to improve benefit plan efficiency in order to better support business needs and provide for positive employee experiences and outcomes.
Listed skills include Retirement Planning, Life Insurance, Deferred Compensation, Microsoft Office, and 45 others.